rjs
Level 15
Level 15

Retirement tax questions

No, you do not have to include any explanation with your 2020 tax return, and you do not include Form 5329 in your 2020 return. Just enter the 1099-R. It doesn't really matter that it's for 2019. The explanation and the waiver were all taken care of on your 2019 tax return.

View solution in original post